Wealth Management

  • Wealth Management
    Wealth Management
    Giving someone the responsibility to manage, increase and maintain your wealth is one of the most important decisions you will ever make.  Introduction This summary outline provides you with pertinent information about our company and the wealth management services which we provide. We believe that the information will empower you to make...
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  • Investment Manager Selection
    Wealth Management
    Investing is a world where investment managers claim to be terrific and where they can typically back it up with some or other performance analytics. However, most investment managers actually underperform the market, making active management a losers’ game unless you have the skill to select superior investment managers...
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  • Can Global Equity Funds outperform the market?
    Learning Curve   Wealth Management
    The changes in Regulation 28 allowing investors to invest up to 25% of its assets with offshore investment managers and an additional 5% in African investments (excluding South Africa) has placed a renewed focus on offshore investment strategy and investment manager selection. Outperforming the markets after fees consistently is not...
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  • Cost-drag on investment performance
    Learning Curve   Wealth Management
     “There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.” - John.F Kennedy Introduction If you were a pro-cyclist trying to win the Argus and you could (legally and honestly) increase your chances of reaching your goal by just shaving off some weight...
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  • Business Assurance
    Wealth Management
    WHAT IS BUSINESS ASSURANCE Running a business is by no means an easy operation. Business strategy is easy, implementation is hard and complex and bears many risks. Every business is faced with its own specific risks. To generate profits risks needs to be taken. Key is to avoid those risks that...
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  • Tax Free Savings Account
    Wealth Management
    A TFSA is a flexible and transparent discretionary savings solution for individuals to encourage them to save more in addition to the contributions they already make to Retirement Annuities, Pension- or Provident Funds. Any type of growth, e.g. interest, dividends and capital gains on the investments are tax free. INTRODUCTION Our...
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  • How to pick the best financial advisor
    Wealth Management
    As Charles Ellis highlights in his paper - The Winners Game –  “… investment managers may or may not outperform their benchmarks, but if the investment consultant has not understood how best to meet the investor’s requirements, its game over. It’s actually the investment consultant and not the investment manager...
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  • Money Market Account versus Money Market Fund
    Wealth Management
    A few years ago I worked for a large corporate bank. At the time, my husband (who works in the investment advisory and management industry) would often ask me "what is the current money market rate that the bank offers to investors?" We would then have a debate because...
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  • Stockbrokers for Private Client Investors
    Wealth Management
    Investors are becoming more sophisticated and wish to implement a more hands-on involvement with their own long term sustainable wealth creation. Opening a stockbroker trading account offers investors one such option to do just that. Selecting a stockbroker sounds like an easy enough process, however after thorough research on the...
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As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report encapsulates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as an initial screening methodology in our investment manager research process.
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